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Lake Street Advisors Group’s Mondelez International MDLZ Stock Holding History

Lake Street Advisors Group’s Portfolio MDLZ Stock Details MDLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$661K Sell
10,972
-195
-2% -$12.9K 0.03% 285
2024
Q3 		$828K Buy
11,167
+597
+6% +$42K 0.04% 243
2024
Q2 		$696K Buy
10,570
+422
+4% +$29K 0.03% 273
2024
Q1 		$715K Buy
10,148
+284
+3% +$20.7K 0.03% 279
2023
Q4 		$719K Buy
+9,864
New +$676K 0.04% 271
2021
Q3 		– Sell
-8,130
Closed -$507K – 348
2021
Q2 		$507K Sell
8,130
-3,937
-33% -$243K 0.04% 164
2021
Q1 		$706K Buy
12,067
+345
+3% +$19.5K 0.06% 127
2020
Q4 		$685K Buy
11,722
+1
+0% +$57 0.06% 125
2020
Q3 		$673K Buy
11,721
+222
+2% +$12.4K 0.06% 120
2020
Q2 		$588K Sell
11,499
-595
-5% -$30.6K 0.06% 123
2020
Q1 		$606K Buy
12,094
+1,788
+17% +$96.9K 0.08% 100
2019
Q4 		$568K Buy
10,306
+403
+4% +$21.6K 0.06% 111
2019
Q3 		$546K Buy
9,903
+59
+0.6% +$3.23K 0.06% 90
2019
Q2 		$531K Sell
9,844
-1,168
-11% -$60.7K 0.06% 96
2019
Q1 		$550K Sell
11,012
-2,696
-20% -$124K 0.06% 100
2018
Q4 		$549K Buy
13,708
+4,409
+47% +$188K 0.07% 86
2018
Q3 		$399K Sell
9,299
-2,094
-18% -$89.3K 0.04% 115
2018
Q2 		$467K Sell
11,393
-891
-7% -$35.8K 0.05% 162
2018
Q1 		$513K Sell
12,284
-88
-0.7% -$3.82K 0.06% 131
2017
Q4 		$530K Buy
+12,372
New +$519K 0.06% 132

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Street Advisors Group's MDLZ Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Mondelez International (MDLZ) stake by 1.7% in Q4 2024, selling an estimated $12.9K and leaving 10,972 shares worth $661K. The position accounts for 0.03% of the portfolio, ranked #285.

Lake Street Advisors Group first reported a position in MDLZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $828K in Q3 2024. 1,993 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • Lake Street Advisors Group held 10,972 shares of Mondelez International worth $661K as of Q4 2024.
  • Lake Street Advisors Group sold 195 Mondelez International shares in Q4 2024, an estimated $12.9K.
  • Mondelez International made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #285 holding.
  • Lake Street Advisors Group first reported a position in Mondelez International in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Mondelez International position peaked at $828K in Q3 2024.
  • 1,993 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.